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| RPG Family Wealth Advisory LLC
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|---|---|
| CRD # | 158528 |
| SEC # | 801-72631 |
| CIK # | 0001569884, 0000156988 |
| AUM | $590.3 M (2025-06-06) |
| Employees | 20 (60% Investors, 0% Brokers) |
| Phone | 888-285-8600 |
| Address | 25 Burlington Mall Road Burlington, MA 01803 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| General Electric Co | 12.6 | ||
| Alcoa Inc | 11.3 | ||
| Uber Technologies Inc | 11.2 | ||
| Facebook Inc | 10.8 | ||
| Bitwise Bitcoin ETF | 10.6 | ||
| Nvidia Corp | 8.9 | ||
| O Reilly Automotive Inc | 7.8 | ||
| Microsoft Corp | 7.8 | ||
| Apple Inc | 7.7 | ||
| Amazon Com Inc | 7.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 391 | 112.3 |
| (b) Individuals (high net worth individuals) | 117 | 418.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 13.7 |
| (h) Charitable organizations | 2 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 48 | 44.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,960 | 590.3 |
| By Discretionary | ||
| Discretionary | 1,957 | 578.3 |
| Non-Discretionary | 3 | 12.0 |
| Total | 1,960 | 590.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.9 | |
| United States Persons | 583.4 | |
| Total | 1,960 | 590.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001569884] |
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|---|---|---|
|
Northwest Investment Counselors LLC
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|
OR | 0.6 |
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Quantum Financial Planning Services Inc
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WA | 0.6 |
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Cyrus J Lawrence LLC
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NY | 0.6 |
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Gradient Securities LLC
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MN | 0.6 |
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Quantum Financial Services Inc
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IN | 0.6 |
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Compass Capital Corporation
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MA | 0.6 |
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Lauterbach Financial Advisors LLC
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TX | 0.6 |
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Hennion & Walsh Asset Management Inc
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NJ | 0.6 |
|
Jacobson & Schmitt Advisors LLC
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WI | 0.6 |
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Siharum Advisors LLC
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MA | 0.6 |